Filed December 14, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,895 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $1,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,207 | $65,435+11.9% | $86,677-15.5% | $66,914+9.4% |
| Participation rate | 56.0% | 75.5%-19.5pp | 76.6%-20.6pp | 69.8%-13.8pp |
| Annual return | -16.55% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,417 | $2,153-34.2% | $2,836-50.1% | $2,544-44.3% |
| Participant deferral / active EE | $2,782 | $4,100-32.2% | $4,656-40.2% | $4,237-34.3% |
| Admin fee / account holder | $113 | $642-82.4% | $7,493-98.5% | $593-80.9% |